August 2009
August 16, 2009 –
I'm a subscriber to Morningstar's Dividend Investor newsletter. Josh Peters, the editor, has been saying that equity returns are likely to be quite low from here on out, so investments that pay a high yield up front, even if it doesn't grow much above inflation, are good deals. He's also said that if you can get a 9-10% yield upfront from a preferred stock or bond, that may well outpace inflation over the next few years and offer higher returns than equities. [more]
August 08, 2009 –
Simon Maierhoffer of Yahoo Finance has an article arguing that there are bubbles in China and emerging markets, inflation protected bonds, commodities ... and US equities. [more]
August 03, 2009 –
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RELATED TICKERS: RX.DL
In my earlier post, I remarked about stocks I favored. I am generally looking for stocks with wide economic moats. While I think that established blue chips with low debt will do the best in this environment, I'm also considering mid caps with economic moats and strong growth prospects - smaller caps tend to lead on the way out of recessions, but I also don't want to pick low quality stocks with high debt. One stock I forgot to mention is IMS Health (RX). [more]
August 02, 2009 –
After the latest round of economic data and corporate earnings, I think most analysts agree that the US economy isn't in free fall any longer. The Congressional Budget Office seems to think that a recovery (positive GDP growth) should begin in the last quarter of 2009. [more]
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